This is part four of an interview I did recently with an advisor currently in the transition process. He built a successful practice and decided to make the leap to independence despite being a "one firm for life" advisor early on. I've changed his name in the article to protect his identity.
transcripts
Brian Ruff - how this former Merrill advisor getting a 117% payout - by joining a team
InterviewsCommentThis is a transcript of HTGI podcast episode 9 (click HERE to check out that show) I did with Brian Ruff. It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right or below if on mobile.
Veteran financial advisor Linda Mills on being independent
InterviewsCommentThis is a transcript of HTGI podcast episode 27 (click HERE to check out that show) I did with Linda Mills It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right or below if on mobile.
How financial advisor Ashley Hodge manages $100 million from his home office without an assistant
InterviewsCommentThis is a transcript of HTGI podcast episode 23 (click HERE to check out that show) I did with Ashley Hodge. It has not been edited to a final draft quality, so please excuse any hard-to-follow passages. You can also listen to the show using the media player to the right.
Chad Atkins on best practices in converting from brokerage to advisory
InterviewsCommentSean: Today I’m with Chad Atkins, one of my business partners. Chad had quite a remarkable move from wholesaler to advisor as we documented in Episode 2 of the podcast. So if you want to hear the whole story, go back and listen to that one. Great discussion about how he got here. Chad, thanks for joining me.